Anic Equity¶
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Total return since start: 0.57 %¶
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Equity now: -----------------------------> 47955.15 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46560.2 Kr¶
PnL: ---------------------------------------> -328.37 Kr¶
DD now: ---------------------------------> -1.388 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 13:52:45.215099'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.640000 | 3229.200000 | 258.200000 | 8.690000 | 2971.000006 |
| HEBA B | 70 | 2.800000 | 2831.500000 | 195.500000 | 7.420000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 0.170000 | 2980.000000 | 53.000000 | 1.810000 | 2927.000000 |
| Corem Property Group B | 59 | 1.440000 | 622.450000 | 45.450000 | 7.880000 | 576.999999 |
| AcadeMedia | 12 | 0.970000 | 599.040000 | 42.040000 | 7.550000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.420000 | 393.600000 | 38.600000 | 10.870000 | 355.000000 |
| Boozt | 12 | 0.360000 | 1692.000000 | 38.000000 | 2.300000 | 1653.999996 |
| MedCap | 2 | 3.150000 | 459.000000 | 38.000000 | 9.030000 | 421.000000 |
| HMS Networks | 2 | 3.390000 | 708.000000 | 35.000000 | 5.200000 | 673.000000 |
| Resurs Holding | 22 | -0.150000 | 600.160000 | 26.160000 | 4.560000 | 573.999998 |
| OEM International B | 7 | 0.900000 | 550.900000 | 22.900000 | 4.340000 | 527.999997 |
| Intrum | 4 | 1.870000 | 546.000000 | 19.000000 | 3.610000 | 527.000000 |
| SAAB B | 8 | -1.280000 | 3396.000000 | 19.000000 | 0.560000 | 3377.000000 |
| Eastnine | 4 | 0.160000 | 509.600000 | 18.600000 | 3.790000 | 491.000000 |
| Norva24 Group | 16 | -0.570000 | 556.800000 | 13.800000 | 2.540000 | 543.000000 |
| Coor Service Management Hold. | 8 | 1.940000 | 545.600000 | 13.600000 | 2.560000 | 532.000000 |
| CTEK | 13 | 2.040000 | 540.800000 | 6.800000 | 1.270000 | 533.999999 |
| Securitas B | 6 | 1.910000 | 574.800000 | 4.800000 | 0.840000 | 570.000000 |
| Karnov Group | 9 | -0.330000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Swedbank A | 3 | -0.050000 | 567.000000 | 3.000000 | 0.530000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.370000 | 564.900000 | 2.900000 | 0.520000 | 562.000005 |
| Creaspac SPAC | 6 | 0.000000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.190000 | 246.240000 | 0.240000 | 0.100000 | 246.000000 |
| Handelsbanken A | 5 | 0.050000 | 544.250000 | -1.750000 | -0.320000 | 546.000000 |
| Essity B | 2 | -2.040000 | 565.600000 | -8.400000 | -1.460000 | 574.000000 |
| Midsona B | 63 | 2.590000 | 574.560000 | -8.440000 | -1.450000 | 582.999984 |
| Nordea Bank Abp | 29 | -0.120000 | 3444.620000 | -9.380000 | -0.270000 | 3453.999992 |
| Essity A | 4 | -1.390000 | 1134.000000 | -15.000000 | -1.310000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -0.550000 | 3822.000000 | -28.000000 | -0.730000 | 3850.000000 |
| International Petroleum Corp. | 5 | 3.100000 | 565.000000 | -29.570000 | -4.970000 | 594.565215 |
| Vivesto | 1368 | -2.650000 | 541.730000 | -71.270000 | -11.630000 | 612.999432 |
| Axfood | 13 | 0.070000 | 3663.400000 | -92.600000 | -2.470000 | 3756.000001 |
| OX2 | 18 | -0.620000 | 1440.000000 | -224.000000 | -13.460000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.450000 | 3501.750000 | -309.250000 | -8.110000 | 3810.999990 |
| Ovzon | 52 | 1.810000 | 2932.800000 | -429.200000 | -12.770000 | 3361.999992 |
| TOTAL | 46560.200000 | -328.370000 | -1.3875% | 46888.564618 |
Updated:¶
'2023-01-23 13:52:57.856925'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
